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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ian Mayville (CRD# 2733238) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.
Michael McNulty (CRD# 1493933) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Boca Raton, FL and has over 37 years of experience in the finance industry.
Lawrence Melcer (CRD# 5615629) is an Investment Advisor Representative working at Ein Sof Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Linda Melcer (CRD# 2080333) is an Investment Advisor Representative working at Ein Sof Advisors, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Glen Morris (CRD# 2353616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boca Raton, FL and has over 30 years of experience in the finance industry.
John Mullins (CRD# 1551253) is an Investment Advisor Representative working at Independent Financial Partners in Boca Raton, FL and has over 37 years of experience in the finance industry. John Mullins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Helene Naftali (CRD# 724951) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boca Raton, FL and has over 37 years of experience in the finance industry.
Bruce Ochsman (CRD# 1183238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boca Raton, FL and has over 40 years of experience in the finance industry.
Paul Puleo (CRD# 1639271) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Boca Raton, FL and has over 36 years of experience in the finance industry.
Jordan Rae (CRD# 6418479) is an Investment Advisor Representative working at Hightower Advisors, LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.